Rowland Carmichael Advisors’s IQVIA IQV Stock Holding History

Rowland Carmichael Advisors’s Portfolio IQV Stock Details IQV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$1.39M	Hold	7,748	–	–	0.44%	46
2020 Q3	$1.22M	Sell	7,748 -3,289	-30%	-$515K	0.48%	48
2020 Q2	$1.57M	Hold	11,037	–	–	0.67%	31
2020 Q1	$1.19M	Buy	11,037 +1,165	+12%	+$166K	0.61%	30
2019 Q4	$1.52M	Sell	9,872 -919	-9%	-$134K	0.52%	31
2019 Q3	$1.61M	Sell	10,791 -2,102	-16%	-$327K	0.55%	28
2019 Q2	$2.07M	Sell	12,893 -204	-2%	-$28.6K	0.72%	21
2019 Q1	$1.88M	Hold	13,097	–	–	0.69%	21
2018 Q4	$1.52M	Hold	13,097	–	–	0.67%	22
2018 Q3	$1.7M	Hold	13,097	–	–	0.66%	19
2018 Q2	$1.31M	Sell	13,097 -45	-0.3%	-$4.5K	0.55%	28
2018 Q1	$1.29M	Hold	13,142	–	–	0.71%	25
2017 Q4	$1.29M	Buy	+13,142	New	+$1.34M	0.66%	32

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Rowland Carmichael Advisors's IQV Position: Q4 2020 in Review

Rowland Carmichael Advisors held its IQVIA (IQV) position steady in Q4 2020 at 7,748 shares worth $1.39M. The position accounts for 0.44% of the portfolio, ranked #46.

Rowland Carmichael Advisors first reported a position in IQV in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.07M in Q2 2019. 760 funds tracked by Wall St. Rank hold IQV as of Q4 2020.

Rowland Carmichael Advisors held 7,748 shares of IQVIA worth $1.39M as of Q4 2020.
Rowland Carmichael Advisors left its IQVIA share count unchanged in Q4 2020.
IQVIA made up 0.44% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #46 holding.
Rowland Carmichael Advisors first reported a position in IQVIA in Q4 2017 and has held it in 13 quarters since.
Rowland Carmichael Advisors's IQVIA position peaked at $2.07M in Q2 2019.
760 funds tracked by Wall St. Rank held IQVIA as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.